Services
MANAGING CLIENTS’ INVESTMENT PORTFOLIOS
By looking for different investment opportunities, we provide clients with stable investment returns.
We strive for clients to seek for stable investment opportunities in mature markets.
We enhance potential investment returns for clients by focusing on relatively new economic sectors.
By regularly adjusting the asset allocations for clients, we control the investment risks within a certain range according to clients’ risk profiles.
By mainly investing in income-oriented asset classes, we have been enhancing investment returns for clients by investing in equities and/or structured products.
SET UP FAMILY TRUST /
ONSHORE & OFFSHORE FAMILY FUND
Being an institutional investor, we provide clients with an institutional investment platform and thus clients can enjoy low transaction costs.
*Incorporated in the Cayman Islands as an example.
TAILOR-MADE INVESTMENT STRATEGIES &
WEALTH MANAGEMENT PLAN
Consisting of wealth accumulation, wealth management, wealth protection, and wealth succession.